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Nancy Garner Hurst

CFP®
CRD# 867686·Registered 1979 - 2024
Previously Registered: Being a previously registered professional could mean that Nancy is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Nancy Garner Hurst, CFP®, who also goes by Nancy Carol Garner, Nancy G Hurst, Nancy Hurst, was a registered financial advisor. Nancy was a previously registered financial professional and started their career in finance 1979 - 2024. Nancy had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 5 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Nancy Carol Garner, Nancy G Hurst, Nancy Hurst

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 1987

Years of Experience

47 years in the financial services industry

Current & Past Employments

KESTRA PRIVATE WEALTH SERVICES, LLC·CRD# 155193
RIA
Paramus, NJ
April 27, 2018 - June 28, 2024
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
Paramus, NJ
April 25, 2018 - June 28, 2024
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Paramus, NJ
July 1, 2003 - April 27, 2018
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Paramus, NJ
July 1, 2003 - April 27, 2018
PRUDENTIAL EQUITY GROUP, LLC·CRD# 7471
RIA
Paramus, NJ
July 2, 2002 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC·CRD# 7471
BD
New York, NY
June 29, 1984 - July 1, 2003
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
November 17, 1980 - June 28, 1984
INVESTORS ASSOCIATES, INC.·CRD# 958
BD
June 21, 1979 - June 12, 1981

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Current Firm

KP
KESTRA PRIVATE WEALTH SERVICES, LLC

1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT

CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - SEC (11/22/2010 Approved)

Contact Information

Main Address

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735

Phone Number

(844) 553-7872

# of Employees

211

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA PRIVATE WEALTH SERVICES, LLC ADVISORENTERPRISE WRAP FEE BROCHURE (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

33,333

AUM (Assets Under Management)

$13,452,224,033

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2025Cover PageReport
12/23/2024Cover PageReport
10/20/2023Cover PageReport

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Business Name: Liberty Wealth Solutions Investment Related: Yes Address: 61 South Paramus Rd. Suite 285 Paramus NJ 07652 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through an independent outside RIA Position, Title or Relationship: sr. vp, wealth manager. Start Date: 4/25/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: investment planning, wealth management, retirement planning, wealth building.Business Name: SNR 123, LLC Investment Related: No Address: 61 S Paramus, Suite 285 Paramus NJ 07652 Nature of Business: Other Back Office Operations Position, Title or Relationship: Member Start Date: 5/8/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: payroll and other administrative expenses

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KP
KESTRA PRIVATE WEALTH SERVICES, LLC

1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT

CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - SEC (11/22/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1992About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1981About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Aug 1982About the Series 3 exam

Series 5 — Interest Rate Options Examination

Passed Oct 1981

Series 7 — General Securities Representative Examination

Passed Jun 1979About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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